Estate Planning Seminar

Help Protect Your Estate Assets and Avoid Unintended Consequences

An effective estate plan can help ensure that your family’s financial needs will be taken care of and that your personal wishes will be carried out exactly how you want them. No matter your current or future financial situation, estate planning is a critical part of your overall financial plan.

We invite you to join us at the East Peoria Civic Complex for a free educational workshop on October 25 or Oct. 30 from 6:30-7:30 p.m. US/Central where we'll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes.

Help Protect Your Estate Assets and Avoid Unintended Consequences

Attend this seminar and learn about:

Maintaining family wealth over multiple generations
Understanding the biggest threats to the preservation of wealth
How to calculate the value of your estate
6 strategies for a strong generational wealth management plan
3 Key factors for a sustainable withdrawal rate
The importance of having a trust and life insurance policy if you're from a blended family
Strategies that could help reduce taxes
How retirement planning, portfolio-mix and risk tolerance can affect future generations
How to NOT disinherit your children and grandchildren because of divorce or another triggering event

Claim your spot for this free educational workshop today!

RSVP for Oct. 25

Click below to reserve your spot to join us at 6:30 p.m. Wednesday, Oct. 25, 2023, and the East Peoria Civic Complex, 400 Richland St., East Peoria, IL 61611.

RSVP

RSVP for Oct. 30

Click below to reserve your spot to join us at 6:30 p.m. Monday, Oct. 30, 2023, and the East Peoria Civic Complex, 400 Richland St., East Peoria, IL 61611.

RSVP

Why you should attend this seminar

Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.

Registration closes 24 hours before the event so RSVP today using the buttons above.